Lachlan Carey
@lrcarey.bsky.social
Manager in RMI's Clean Regional Economic Development initiative. Non-resident fellow at United States Studies Center, Sydney University.
Mostly lurking for takes on industrial policy, clean energy, and economics.
Mostly lurking for takes on industrial policy, clean energy, and economics.
Seeing this chart a bunch. As tempting as it is, it pretty dramatically undervalues US oil & gas exports (I think it just looks at crude oil & LNG exports). Here's what I get with UN Comtrade data:
October 7, 2025 at 2:53 PM
Seeing this chart a bunch. As tempting as it is, it pretty dramatically undervalues US oil & gas exports (I think it just looks at crude oil & LNG exports). Here's what I get with UN Comtrade data:
Chart of the Day.
Fun fact - New York City has a bigger GDP than the state of New York.
Fun fact - New York City has a bigger GDP than the state of New York.
November 22, 2024 at 4:34 PM
Chart of the Day.
Fun fact - New York City has a bigger GDP than the state of New York.
Fun fact - New York City has a bigger GDP than the state of New York.
Chart of the Day:
New Clean Investment Monitor data is out, so time to update the IRA growth chart. SAF and carbon management are now so far off the chart it's starting to look silly. EV supply chain manufacturing, solar, and hydrogen continue to grow rapidly, as do EV sales and storage deployment.
New Clean Investment Monitor data is out, so time to update the IRA growth chart. SAF and carbon management are now so far off the chart it's starting to look silly. EV supply chain manufacturing, solar, and hydrogen continue to grow rapidly, as do EV sales and storage deployment.
November 21, 2024 at 5:36 PM
Chart of the Day:
New Clean Investment Monitor data is out, so time to update the IRA growth chart. SAF and carbon management are now so far off the chart it's starting to look silly. EV supply chain manufacturing, solar, and hydrogen continue to grow rapidly, as do EV sales and storage deployment.
New Clean Investment Monitor data is out, so time to update the IRA growth chart. SAF and carbon management are now so far off the chart it's starting to look silly. EV supply chain manufacturing, solar, and hydrogen continue to grow rapidly, as do EV sales and storage deployment.
Chart of the Day:
The number of federal government employees has increased by 6% since 1970, while federal government spending has increased by over 3,000%.
The number of federal government employees has increased by 6% since 1970, while federal government spending has increased by over 3,000%.
November 20, 2024 at 8:28 PM
Chart of the Day:
The number of federal government employees has increased by 6% since 1970, while federal government spending has increased by over 3,000%.
The number of federal government employees has increased by 6% since 1970, while federal government spending has increased by over 3,000%.
Well this jumped out at me:
"the value of China’s clean technology exports is set to exceed USD 340 billion in 2035, based on today’s policy settings. This is roughly equivalent to the projected oil export revenue of both Saudi Arabia and the United Arab Emirates combined in 2024."
-IEA ETP, 2024
"the value of China’s clean technology exports is set to exceed USD 340 billion in 2035, based on today’s policy settings. This is roughly equivalent to the projected oil export revenue of both Saudi Arabia and the United Arab Emirates combined in 2024."
-IEA ETP, 2024
November 19, 2024 at 9:47 PM
Well this jumped out at me:
"the value of China’s clean technology exports is set to exceed USD 340 billion in 2035, based on today’s policy settings. This is roughly equivalent to the projected oil export revenue of both Saudi Arabia and the United Arab Emirates combined in 2024."
-IEA ETP, 2024
"the value of China’s clean technology exports is set to exceed USD 340 billion in 2035, based on today’s policy settings. This is roughly equivalent to the projected oil export revenue of both Saudi Arabia and the United Arab Emirates combined in 2024."
-IEA ETP, 2024
Chart of the Day: Required Critical Mineral Supply w/ and w/o Recycling. Source: IEA, 'Recycling of Critical Minerals'
Note how copper and cobalt barely budge w/ recycling. Huge challenge building out lithium and nickel supply out to 2040.
Note how copper and cobalt barely budge w/ recycling. Huge challenge building out lithium and nickel supply out to 2040.
November 18, 2024 at 2:49 PM
Chart of the Day: Required Critical Mineral Supply w/ and w/o Recycling. Source: IEA, 'Recycling of Critical Minerals'
Note how copper and cobalt barely budge w/ recycling. Huge challenge building out lithium and nickel supply out to 2040.
Note how copper and cobalt barely budge w/ recycling. Huge challenge building out lithium and nickel supply out to 2040.
This might be the chart that explains the election imo
The whole post is super wonky but v v interesting
jzmazlish.substack.com/p/yes-inflat...
The whole post is super wonky but v v interesting
jzmazlish.substack.com/p/yes-inflat...
November 13, 2024 at 5:28 PM
This might be the chart that explains the election imo
The whole post is super wonky but v v interesting
jzmazlish.substack.com/p/yes-inflat...
The whole post is super wonky but v v interesting
jzmazlish.substack.com/p/yes-inflat...